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StratiFi Technologies Inc logo — AI-powered workflows for wealth management

StratiFi Technologies Inc

AI-powered workflows for wealth management

Founded 2016 United States San Francisco, United States 21 employees Series A Total: $7.00M Finance, Financial Services +2

General Information

Company Name StratiFi Technologies Inc
Founded Year 2016
Location United States San Francisco, United States
Founders / Decision Makers
Team member
Employees 21
Industries Finance, Financial Services, Fintech +1
Funding Stage Series A
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

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About StratiFi Technologies Inc

StratiFi Technologies Inc, founded in 2016, is a fintech startup headquartered in the United States. The company operates within the Finance, Financial Services, Fintech, and SaaS industries.

With its slogan, "AI-powered workflows for wealth management", StratiFi offers an innovative platform designed to streamline investment workflows for wealth managers. Their AI-powered solution effectively integrates risk management, compliance, and investment strategies, enabling advisors to boost revenue, reduce liability, and minimize time spent on administrative duties.

The company's most recent financial milestone includes a $1.30M Pre Seed Round investment received on 30 November 2022 from investor Tony Sun. This infusion of capital is positioned to enhance StratiFi's growth trajectory, showcasing its potential to redefine efficiency in wealth management through technology.

Business keywords: Wealth Management, AI-powered Platform, Compliance Software, Investment Strategies, Client Profiling, Financial Advisors, FinTech, WealthTech

Services & Products

Ongoing Risk Alignment
Institutional Risk Analysis
AI Data Extraction
Automated Portfolio Supervision
Reg BI Compliance Monitoring
Portfolio Drift Identification
Client Proposal Customization
Investment Policy Digitalization

Target Customers

Financial Advisors Chief Executive Officers Chief Compliance Officers Chief Investment Officers Chief Operations Officers Chief Technology Officers Registered Investment Advisors (RIAs) Independent Broker-Dealers Banks and Credit Unions Insurance Marketing Organizations (IMOs)

Pricing

as listed on Oct 14, 2026

$5,995–39,995/year

  • Essential features for financial advisory teams: $5,995/year
  • Modern technology for industry-leading firms: $16,995/year
  • Full risk management suite for enterprise firms: $39,995/year
StratiFi Technologies Inc's pricing page

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series A Undisclosed 1
Anthemis Group
Anthemis Group
01 Jun 2019
Series A $7.00M 6
AngelList Anthemis Group HOF Capital
AngelList, Anthemis Group +4
01 May 2018
Seed Undisclosed -
01 Dec 2017
Seed Undisclosed 2
DCVC BoomStartup
DCVC, BoomStartup
01 Jan 2015

StratiFi Technologies Inc Alternatives & Competitors

View All Alternatives
StratiFi Technologies Inc vs
Otto
Otto United Kingdom

The agentic operating layer for regulated wealth management.

Seed
29 employees
Financial Services, Fintech
Compare StratiFi Technologies Inc vs Otto
StratiFi Technologies Inc vs
Nitrogen
Nitrogen United States

The growth platform for wealth management firms. Makers of Riskalyze since 2011.

Venture round
212 employees
Finance, Fintech
StratiFi Technologies Inc vs
WeInvest - Digital Wealth Platform
WeInvest - Digital Wealth Platform Singapore

Digital wealth management & automated investment solutions for family offices, banks/brokers,wealth...

Non Equity Assistance
33 employees
Finance, Financial Services
Also compare with: StratiFi Technologies Inc vs BridgeFT BridgeFT View all alternatives

FAQ About StratiFi Technologies Inc

AI-powered workflows for wealth management
StratiFi Technologies Inc was founded in 2016.
StratiFi Technologies Inc is headquartered in San Francisco, United States.
StratiFi Technologies Inc operates in Finance, Financial Services, Fintech and SaaS. Its work centres on Wealth Management, AI-powered Platform, Compliance Software and Investment Strategies. Its customers include Financial Advisors, Chief Executive Officers and Chief Compliance Officers.
StratiFi Technologies Inc has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
As listed on StratiFi Technologies Inc's pricing page on Oct 14, 2026: $5,995–39,995/year (Essential features for financial advisory teams: $5,995/year; Modern technology for industry-leading firms: $16,995/year; Full risk management suite for enterprise firms: $39,995/year).
StratiFi Technologies Inc has approximately 21 employees.
StratiFi Technologies Inc has completed 4 funding rounds, raising a total of $7.00M. The latest funding stage is Series A.
StratiFi Technologies Inc offers: Ongoing Risk Alignment, Institutional Risk Analysis, AI Data Extraction, Automated Portfolio Supervision, Reg BI Compliance Monitoring, Portfolio Drift Identification, Client Proposal Customization, Investment Policy Digitalization.
Top alternatives and competitors to StratiFi Technologies Inc include Otto, Nitrogen, WeInvest - Digital Wealth Platform, d1g1t, Blaze Portfolio. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
StratiFi Technologies Inc and Otto are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for StratiFi Technologies Inc, https://bouncewatch.com/company/stratifi, updated 8 May 2026. When citing, please name BounceWatch and link this page.

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